How to design
the perfect AI workflow in finance.
Why most finance AI breaks by week three, and the design layer that stops it.
For the past two years I have been quietly redesigning my own FP&A work around AI. Not in a sandbox. On real budgets, real boards, real numbers being read by people who do not tolerate mistakes. This masterclass is the framework behind that work.
Ninety minutes. One framework you can apply this week. The recording is available until September 18.
Three things break the same way for almost everyone.
You have tried ChatGPT. You have tried Copilot. You have saved a few prompts. Most of it does not last more than a few weeks. I show you why, on a real workflow, on screen.
The same prompt gives a different answer.
First run is brilliant. Second run is different. Third run you stop trusting it. Finance work has to reproduce. Without a method, yours never will.
Numbers that were not in your data.
Either you have caught one, or you have not, and the CFO did. There are real techniques to stop this happening. Most courses do not teach them because they are not glamorous.
Workflows that quietly degrade.
You finally find something that works. Three weeks in it begins drifting. You cannot tell why. Most teams have not even named this problem yet.
What makes a workflow trustworthy.
I am not going to give you a polished skill. I am going to show you how to design one you would be willing to sign. Five things you will leave the room knowing.
- № 01 The framework underneath every reliable AI workflow in finance. Three forces. Each one knows its job. None doing anyone else’s work.
- № 02 The three mistakes almost every FP&A professional makes when first using AI. Why they happen. What to do instead.
- № 03 A real workflow, designed on screen, in real time. No slides describing it.
- № 04 How to keep your workflows healthy as they age. The technique most teams have not named yet.
- № 05 A new way to look at every AI demo from now on, instead of copying the prompt and hoping.
What the last room did with it.
The first cohort published a seven-day enrolment window and filled before it closed. These are their words, after the work.
If you’re curious about using AI to improve your workflows and to get all that time back, get on this course, you won’t regret it. If you don’t think you’ve got enough AI skills, don’t let that stop you. You don’t need them.
Sharps Fabric Printers Ltd · Management Accountant
I reduced the manual workload by approximately six hours per week. That translates into around 24 hours saved per month.
Lake GmbH · Interim Manager, Controlling & FP&A
This course is for anyone that sees the potential in AI, but is skeptical that complex, real-world workflows can be developed and scaled in a repeatable, deterministic fashion using today’s tools. It will give you the roadmap and the thought process to achieve results.
WFP · Consultant
I’d recommend it to professionals who already recognise AI has potential but haven’t yet found a way to apply it that feels structured, governed and genuinely useful. If you’re on the fence, my advice would be simple: watch a demonstration.
Cohort № 1
I’m certain I’ll recover at least 30% of my time from low-value-added activities.
OUTTHINKER S.r.l. · Founder & CEO
I have identified processes that could save me upwards of 10–15 hours a month across all clients. That allows me to stay competitive on pricing while taking on more clients.
MoneyPath · Owner, Fractional CFO
Join this course and you’ll understand the potential of AI applied to your work. Carolina has structured a course entirely focused on our field of work, so you avoid wasting energy figuring out how to use Claude for the specific tasks of an FP&A professional.
OUTTHINKER S.r.l. · Founder & CEO
Connecting individual skills into a workflow was the area that completely blew my mind.
Blend Labs · Head of Accounting & FP&A
Everyone – you need to take this course NOW! Unlike many other courses that teach theory, this is the only course I came across that actually provides practical, hands-on training.
Blend Labs · Head of Accounting & FP&A
To a colleague who is still on the fence, I would say: you do not need to be highly technical to benefit from the program. The course is practical, accessible, and focused on real financial workflows. The most important thing is to join with a real use case in mind.
Lake GmbH · Interim Manager, Controlling & FP&A
Once I gave the workflow the data, I had my board deck in 5 minutes. This would have taken me hours.
Sharps Fabric Printers Ltd · Management Accountant
If you want to level up in your finance career, this accelerator is a must take. The FP&A professional of the future is the one who can harness the power of this technology on top of their skills. You will quickly stand out from the rest of your peers.
MoneyPath · Owner, Fractional CFO
My CFO requested a research project that would have needed 9+ years of SEC filings. The work would have taken me about 2 days. Claude knocked it out in less than 2 hours.
WFP · Consultant
Make the investment in the program and time. You will benefit from the skills you learn and continue to work on workflows and processes to add clarity.
Magi Foods · Plant Controller
The Accelerator gave me the missing piece: a practical methodology for designing structured workflows that combine deterministic processing with probabilistic reasoning, supported by human judgement.
Cohort № 1
Built for senior FP&A. Not for everyone.
This is for you if
- You are a senior FP&A analyst, manager, controller, or finance business partner.
- You have tried AI on your real work and something is not clicking.
- You want a method, not another prompt to lose by the end of the week.
- You are skeptical of AI hype. That is exactly why you should watch this.
- You want to be the person on your team who actually knows how to apply this.
This is not for you if
- You want AI to do your job for you. The method amplifies judgment. It does not replace it.
- You prefer to sit and wait for when your company is ready to move.
- You are looking for a magic prompt list to copy and paste.
- You want polished theater. This is working time, not a keynote.
The rules of FP&A are changing. I’ll help you rewrite them.
Carolina
Lago
FP&A and Corporate Finance specialist.
Twenty-five years inside FP&A. Across Latin America, North America, and Europe. Several industries. The kind of career where you have seen every variance excuse a controller can write, and you have built every kind of forecast a board has ever asked for.
For the last two years I have been doing something different. I have been redesigning my own FP&A practice around AI. Quietly. On real work. On real numbers being looked at by real people who do not tolerate mistakes. Variance commentary that used to take ninety minutes now takes eight. The close runs cleaner. Forecasts hold their shape longer. None of this is theoretical. It is the work, done a different way.
What I learned across those two years is what this masterclass is about. The framework I will show you is not a hypothesis. It is what I use, every week, on my own books, with my own name on the output. You are getting the version that has survived contact with the work.
The room has closed. The recording is yours.
Recorded September 8 · Available until September 18
Watch it on demand.
Ninety minutes. One framework. Leave with a way to think about every AI workflow you’ll ever build.
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